OnBase will be using Active Directory (AD) login instead of Net ID beginning 11/30/22

Please see the information on this page concerning the use of Active Directory (AD) authentication:

Net ID to Active Directory (AD) Migration

Can I log into OnBase from my work laptop?

You may find more information here about working remotely: Prepare to Work or Teach Remotely

Or the Remote Access FAQs: VPN Remote Access FAQs

I am unable to log into OnBase (there is a message about access that appears).

Please make sure that you have permissions to access OnBase and that you log in with your Net ID (same as HRMS):

 

  • If you are unsure about your OnBase permissions, please contact your OnBase Department Leads, who are usually the folks that participant in your Department Desktop / IT Support.

 

  • If you are unsure of who to contact in your Department or area regarding OnBase access, please ask the Univ IT Helpdesk at: (585) 275-2000 or email: univithelp@rochester.edu

How do I contact Univ IT OnBase Support regarding OnBase questions or submit OnBase access requests?

Univ IT OnBase Customers, please contact your OnBase Department Leads, who are usually the folks that participant in your Department Desktop / IT Support. If you are unsure of who to contact in your Department regarding OnBase Support, please ask the Univ IT Helpdesk at: (585) 275-2000 or email: univithelp@rochester.edu

or submit a Service Request

OnBase Department User access or removal requests should be sent to the Helpdesk by OnBase Department Leads that include:

  • OnBase User First and Last Name
  • OnBase User Department Group assignments (OnBase permissions)

Please Note:

OnBase Department Leads should know OnBase Department LDAP/AD group information, workstation names and whether or not support is under Univ IT or ISD / URMC
_____________________________________________________________________________

ISD / URMC OnBase Customers, please contact the ISD Helpdesk: (585) 275-3200 or email: HelpDesk_ISD@URMC.Rochester.edu

My OnBase workstation has changed - how do I access OnBase now or request Univ IT software?

Please Note: existing Univ IT OnBase Customers with an OnBase account should be able to access the Univ IT OnBase Web Application within the UR Domain, but may require Duo.

 

Otherwise, Univ IT OnBase Software Installation Requests should be sent to the Helpdesk by OnBase Department Leads that include the User Contact Information, OnBase Workstation Name and Software client requested:

  • User Contact Name
  • User Workstation Name
  • Univ IT OnBase Software requested

Which Web Browsers are supported by OnBase?

Browser

Supported Status*

Apple Safari 11 on OS X and macOS Supported
Firefox 52 ESR (HTML Web Client on Windows & MAC OS X) Supported
Google Chrome 57 Supported
Microsoft Internet Explorer 11 (ActiveX/HTML Web Clients) Supported**
Microsoft Edge HTML 14 and 15 (Workflow not Available) Limited Support

 

What is OnBase and what are some features that OnBase offers?

OnBase is software program that enables the import, store and retrieval of electronic content / documents based on keyword (document meta-data) indexing. OnBase integrates document management, workflow processing and records management. It allows you to scan, store, index, and retrieve any paper documents, emails, multimedia and many other types of files.

 

Some features of OnBase are:

Capture:

    • Advanced Capture (identify document meta-data) using Optical Character Recognition (OCR)
    • Scan / Sweep / Bulk Import / Document Import Processing (DIP)
    • Full Text Indexing (provides text search capability across documents)

Manage:

    • Electronic Forms, Workflows, Routing and Approvals
    • Document Meta-Data Indexing with Auto-fill Keyword Sets (AFKS)

Access:

    • Use Outlook, Web or Windows client (may require Duo)
    • Documents are searchable by keywords or text
    • No more searching through file cabinets

Integrate:

    • Integrates with major university systems
    • Import document keyword data from enterprise systems of record

Store:

    • Secure Data / Document Management with redundant storage (helps facilitate disaster recovery)
    • Reduce paper use / reclaim file cabinet space

Where can I find documentation for my specific OnBase process?

Univ IT OnBase Customers, please contact your OnBase Department Leads, who are usually the folks that participant in your Department Desktop / IT Support.

If you are unsure of who to contact in your Department regarding OnBase Support, please ask the Univ IT Helpdesk at: (585) 275-2000 or email: univithelp@rochester.edu

I'm trying to print to my personal printer while connected to VPN. Why isn't it working?

Print while connected to VPN

Why can’t I open Supplier Invoices from UR Financials (Workday)?

Why can’t I view supplier invoices in OnBase?

My question is not listed here - how can I find out more information?

Univ IT OnBase Customers, please contact your OnBase Department Leads, who are usually the folks that participant in your Department Desktop / IT Support.

If you are unsure of who to contact in your Department or area regarding OnBase Support, please ask the Univ IT Helpdesk at: (585) 275-2000 or email: univithelp@rochester.edu

 

or submit a Service Request

_____________________________________________________________________________

ISD / URMC OnBase Customers, please contact the ISD Helpdesk: (585) 275-3200 or email: HelpDesk_ISD@URMC.Rochester.edu